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Navigating Family Office Complexity: Solutions for Tomorrow’s Wealth Management

NAVIGATING FAMILY OFFICE COMPLEXITY: SOLUTIONS FOR TOMORROW'S WEALTH MANAGEMENT

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 11, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join us for an exploration of the complexities in Wealth Management and Family Office tech stacks. Panelists from top firms will dive into the intricacies of operations, tackle the challenges of managing transactions in today’s tech-forward era, and ponder the future of Family Office management in a digital age. Whether you’re in the thick of family office operations or seeking clarity in this intricate domain, this webinar will deliver actionable insights. 

Join industry experts John Yeager (Whitley Penn), Sharon Berman (Rehmann), Rebecca A. Makely (Withum), and moderator Kim Blascoe (CPA.com) as they delve into the challenges, strategies, and breakthroughs in Family Office verticals. 

Learning Objectives: 


  • Summarize the composition and implications of different Family Office Management tech stacks, with a special emphasis on integration capabilities 

  • Recognize the distinctions and operational challenges of single-family and multi-family office operations, especially in the realm of diverse asset classes 

  • Determine the balance between catering to tech-savvy and traditional clients, understanding the necessity for unified tech platforms in managing vast and diverse financial transactions 

  • Outline how to anticipate the future of Family Office Management, focusing on pricing, packaging and the ever-important pillars of trust, security, and privacy in the digital era

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Kimberly Blascoe

CPA.com
Senior Director
[email protected]
(855) 855-5CPA

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Kim leads CPA.com’s CAS 2.0 practice transformation programs, focusing on helping firms establish and grow optimized CAS practices through consulting, practice development, and training offerings.

Prior to joining CPA.com, Kim’s career was spent more than 30 years in public accounting, with the last 13 years at Wipfli, LLP. During her time at Wipfli, Kim led their CAS practice, providing a value-driven client experience utilizing an industry-focused U.S. and offshore team delivered through an innovative digital platform. Most recently, she turned her focus to the Wealth & Asset Management industry, where she led the Broker-Dealer & Advisor Network segment of the vertical.

Kim graduated from Montana State University with a Bachelor of Science, majoring in Accounting. She lives outside Phoenix, AZ, with her family.

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Sharon Berman

Rehmann
Principal and Business Advisor
[email protected]
(248) 579-1111

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Sharon has over 30 years of experience at local firms, national firms, and in private industry. With extensive experience providing accounting, audit and review services, she has performed technical reviews and research, peer reviews and internal inspections; this makes her a natural fit for designing and implementing effective accounting solutions. She has worked with clients in various industries, but has found her niche to be working with privately-held businesses. As a frequent writer on technology for various publications, Sharon is a thought leader in the industry.

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John Yeager

Whitley Penn LLP
Managing Director
[email protected]
(214) 393-9570

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John Yeager has over 20 years of experience in advisory, audit, strategic planning, business development and transformation, and relationship management. John primarily serves clients in the professional services, healthcare, real estate, and family office industries. He is passionate about growth, developing strong relationships with clients and partners, and helping clients transform how they do business.

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Rebecca Makely

WithumSmith+Brown, PC
Senior Manager

(732) 259-4954

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Rebecca has more than 14 years of professional accounting experience, providing services to a wide variety of industries including real estate, not-for-profit, manufacturing, service industries, and construction organizations. She is an active member of the Firm’s women’s leadership initiative and a Team Leader of the Firm’s Real Estate Services Team.

About Our Presenter

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CPA.com was formed by the American Institute of CPAs. AICPA leadership knew the unprecedented pace of technological change required firms to adapt quickly and overcome the challenges of the partnership model to meet that goal. It charged CPA.com management with creating a business model, value proposition and infrastructure to help firms identify emerging trends and technologies and provide education, training and resources that would accelerate adoption.

 

CPA.com serves as a catalyst in the development of virtual CFO/controller services by firms and is now shifting its focus to similar innovations in tax and audit practices, with an emphasis on automation, artificial intelligence and the adoption of blockchain technology.